Start calling all of these leads with one click using our Power Dialer.

Being on a call longer than 1 minute.not duration > 60

Qualify

Show all of your leads that have been contacted, but haven’t been qualified. When and how do you decide if a lead is qualified? How do you record that a lead has been qualified in the app?

Examples:

Creating a opportunity on a lead.lead_status:Potential not has:opportunities

Being on call longer than 5 minutes and the lead was not moved to status "Bad Fit".duration > "5 minutes" not lead_status:"Bad Fit"

Close

Keep any opportunities from falling through the cracks. What leads do you need to stay on top of?

Closing Smart Views can be broad, or narrow and specific. Eventually, you might have a group of Closing Smart Views for different urgency levels (e.g. one showing leads with active opportunities past their close date across the entire team— and one only showing leads assigned to you with active opportunities). Try out some variations and see what works best for you.